Kimberly Custer, financial advisor Zionsville IN

Kimberly Custer

CRD Number: 3070629
Current Firm: Canterbury Investment Management, LLC

Kimberly Custer (CRD# 3070629) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Zionsville, IN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Advisory Solutions, LLC Zionsville, IN May 2017 - Current 6
Canterbury Investment Management Zionsville, IN Apr 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S63 Uniform Securities State Law Examination Apr 2001
Contact Info for Kimberly J. Custer
Phone Number: 317-732-2075
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    72
    MILLIONS
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $663,246
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IL, IN

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